Chatterbox Technologies Ltd — Q4 FY26
Chatterbox Technologies reported FY26 revenue of ₹84.22 crore, up 42.5% YoY, driven by deeper wallet share from existing clients, new campaign wins, and international expansion.
bullish
medium
✓ Verified against BSE filing
Claim Ledger
Did management answer the analysts?
Every material analyst question, graded on whether management actually answered it — with the verbatim exchange and quantitative claims checked against filed numbers.
63%Questions answered3Evaded / deflected12Questions auditedConsistentNumbers vs filing
Answered
High priority
Which business verticals will be primary growth engines over next 2-3 years?
Asked by May short, Invest for value
Management listed multiple growth drivers with specific examples, directly answering the question.
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Question
looking ahead over the next two to three years which business verticles do you believe will be the primary growth engines for the company?
Roger (CEO)
growth will come from multiple engines... chatter social will continue to be a significant growth driver... technology-led and AI capability... exclusive talent management... international markets
Partial answer
High priority
How should we think about revenue mix going forward?
Asked by May short, Invest for value
Management gave directional view but refused to provide a specific metric or target.
no specific percentage givenqualitative only
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Question
Chatter Social is contributing nearly a quarter of our revenues in FI26 as well. So how should we think about the revenue mix going forward?
Roger (CEO)
we expect it will continue to increase its contribution over time... I wouldn't pin down a x percentage growth which we expect but we absolutely at the bare minimum expect to double down on the revenue for the business
Answered
High priority
Which segments have highest margins and greatest operating leverage?
Asked by May short, Invest for value
Management identified specific segments with highest margins and discussed scalability.
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Question
in terms of profitability, which segments is currently generating the highest margins and where do we see the greatest operating leverage over time?
Roger (CEO)
chatted social and our production arm essentially have the highest margin contribution... in terms of scalability, we see represent being a good scalable business
Partial answer
Medium priority
Why did intangible assets double but intangible assets under development remain flat?
Asked by Shi Malpani, Art Aif
Explained the delay but did not quantify revenue potential or clarify the doubling.
no revenue potential estimate givendeferred to future
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Question
the intangible assets have doubled whereas the intangible assets under development has remained at the same level of 4.68 cr. So can you tell us more about what has been developed and what is the revenue potential?
Fel (CFO) and Raj (CTO)
the AR that you're speaking about that was put on hold... in the current financial year we would be resuming the development as well as launching the product
Answered
Medium priority
How much of trade receivables is not due and when will it materialize?
Asked by Shi Malpani, Art Aif
Management provided specific amount and collection timeline.
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Question
for the FY26 trade receivable is 26 cr how much is not due or a percentage if you can indicate and also when do we expect it to materialize
Fel (CFO)
about 17 and a half of those are not due... 60 to 90 days is a general cycle of collections
Answered
High priority
How was higher volume growth achieved: campaign counts, new clients, or wallet share?
Asked by Shraha, JJ Investment
Management clearly stated it was a combination of all three factors.
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Question
could you highlight how you achieved a higher volume growth through is it through higher campaign counts or new client runs or just seeing deeper wallet share from existing accounts?
Roger (CEO) and Raj (CTO)
it's a mix of all the three... deeper engagement with our existing client base... executed a higher number of campaigns... international expansion
Evasive
High priority
What was net revenue retention and average spend per customer?
Asked by Shraha, JJ Investment
Management refused to provide the metric and gave only qualitative commentary.
declined to disclose metricqualitative only
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Question
what did the net revenue retention look like for the year? Is there a sustainable increase in average spend per customer?
Roger (CEO)
we personally don't disclose formal net revenue retention metrics... a significant portion of our growth definitely came in from expanding our existing relationship
Answered
High priority
How does QU Media strengthen Chatterbox and what competitive advantages does it provide?
Asked by Chaitria, Desai Investment
Management explained specific advantages and how they are being leveraged.
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Question
how is QU media leveraging its global creator network technology and client relationships to strengthen Chatterbox and what unique advantages does this give to Chatterbox over its competitors?
Roger (CEO) and Kurt (Board Member)
provides us access to global relationship... supported our international expansion... we expect to leverage the broader ecosystem to accelerate international growth
Answered
High priority
What is the international growth strategy and key focus markets?
Asked by Chaitria, Desai Investment
Management named specific regions and described a disciplined approach.
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Question
with the recent launch of your Dubai operations what is the international growth strategy? Which markets are your key focus and how do you see international revenues contributing over the next 3 to 5 years?
Roger (CEO)
Middle East is our immediate priority... beyond the Middle East we are selectively evaluating opportunities across Southeast Asia, LATAM... we want to be very strategic and have a very lean approach
Partial answer
Medium priority
What is the stickiness of creator relationships and average contract duration?
Asked by Krisha Jen, Bara family office
Management described relationship quality but did not provide quantitative metrics.
no average duration givenno retention metric
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Question
could you help us understand the stickiness of your creator relationship and what is the average duration of exclusive contract and how would you describe creator retention and reward?
Roger (CEO)
our creative relationships are built for the long term... we don't have a formal retention metric... I'm pretty much pleased with the stability of our entire creator roster
Declined
High priority
Will QU Media merge into Chatterbox at current market cap?
Asked by Kesha, BH at Securities
Management explicitly declined to answer the merger question.
refused to commentredirected to general value creation
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Question
there is talk that QU media will get merged with Chatterbox. So can we do a merger where the market cap of Chatterbox is 78 crores?
Kurt (Board Member)
that's not something that I would either comment on or or discuss other than the fact that we're always looking at ways to increase shareholder value
Evasive
High priority
Will revenue growth exceed last year's 42%?
Asked by Nthan, Individual investor
Management refused to provide any growth expectation or comparison.
no guidance givenqualitative only
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Question
last year we grew at 40 42% revenue. So would we exceed that this year or we looking to do pretty much the same?
Roger (CEO)
we don't really provide specific financial guidance... we do remain pretty optimistic about sustaining healthy growth over the medium to long term
Quantitative claims vs filed numbers
| Claim | Management said | Filing | Verdict |
|---|---|---|---|
| Revenue grew 42% in FY26 | 42% | 42.5% | Matches filing |
Filed figures sourced from Screener.in. Claims within a small tolerance of the filing are marked “matches filing”.